We moved in 2021:  Our new offices are located at 3775 Brickway Blvd, Ste 200 Santa Rosa, CA. 

CLIENT PORTAL SYSTEM  Our 2021 cloud-based client portal system is powered by Taxdome.  Since we are both on the learning curve of learning many contactless systems in a wide range of industry, personally and professional, we appreciate your patients regarding any hicups along the way regarding our transition.  You can log into your portal here.  Please contact Christina or Samantha to assist with any issues or concerns.  Remember we still take paper you will need to contact the office to coordinate the drop off.

We appreciated you visiting the our website.  We are dedicated to providing our you with professional and personalized services in a wide range of tax, financial and business needs.

On this website, you will find information about our firm, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Feel free to contact us at any time.  We look forward to hearing from you.